Forte Capital LLC Incresed Positions in Q2 2025

Forte Capital LLC

  • $861 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGX
Argan Inc

Industrials
323
+ 0.71%
$120.08 - $243.11 $38.8K - $78.5K
46K $10.1M
XLU
Utilities Sector Spdr

ETFs
23K
+ 19.19%
$73.09 - $82.77 $1.68M - $1.91M
143K $11.7M
AMT
American Tower Corp

Real Estate
8.91K
+ 268.9%
$203.96 - $228.19 $1.82M - $2.03M
12.2K $2.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.47K
+ 5.5%
$104.34 - $138.68 $257K - $342K
47.3K $6.55M
TWLO
Twilio Inc

Communication Services
2.01K
+ 6.09%
$81.34 - $124.36 $164K - $250K
35.1K $4.36M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
72
+ 0.03%
$71.28 - $83.74 $5.13K - $6.03K
285K $23.9M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.16K
+ 8.09%
$63.36 - $80.23 $327K - $414K
69K $5.54M
ORCL
Oracle Corp

Technology
77
+ 1.0%
$122.82 - $218.63 $9.46K - $16.8K
7.8K $1.71M
BAH
Booz Allen Hamilton Holding Corp

Industrials
5.46K
+ 15.4%
$99.97 - $129.69 $546K - $708K
40.9K $4.26M
DLR
Digital Realty Trust, Inc.

Real Estate
96
+ 0.61%
$136.11 - $177.69 $13.1K - $17.1K
15.9K $2.78M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.04%
$141.37 - $228.57 $424 - $686
7.27K $1.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
404
+ 12.59%
$496.48 - $617.85 $201K - $250K
3.61K $2.23M
META
Meta Platforms, Inc.

Communication Services
42
+ 1.73%
$484.66 - $738.09 $20.4K - $31K
2.48K $1.83M
AXP
American Express CO

Financial Services
388
+ 9.78%
$231.39 - $318.98 $89.8K - $124K
4.35K $1.39M
WRB
Berkley W R Corp

Financial Services
359
+ 0.29%
$64.28 - $75.17 $23.1K - $27K
124K $9.08M
QQQ
Invesco Qqq Trust, Series 1

ETFs
261
+ 13.1%
$416.06 - $551.64 $109K - $144K
2.25K $1.24M
GE
General Electric CO

Industrials
20
+ 0.39%
$166.81 - $257.39 $3.34K - $5.15K
5.13K $1.32M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
16
+ 0.65%
$177.93 - $313.14 $2.85K - $5.01K
2.46K $770K
MAR
Marriott International Inc

Consumer Cyclical
455
+ 14.73%
$211.12 - $274.14 $96.1K - $125K
3.54K $967K
EME
Emcor Group, Inc.

Industrials
44
+ 3.88%
$342.02 - $534.89 $15K - $23.5K
1.18K $630K
ZTS
Zoetis Inc.

Healthcare
1.46K
+ 63.38%
$144.41 - $170.3 $211K - $249K
3.77K $587K
GS
Goldman Sachs Group Inc

Financial Services
72
+ 8.31%
$462.22 - $707.75 $33.3K - $51K
938 $663K
MS
Morgan Stanley

Financial Services
537
+ 11.78%
$99.83 - $140.86 $53.6K - $75.6K
5.09K $717K
LHX
L3 Harris Technologies, Inc.

Industrials
59
+ 1.43%
$200.21 - $256.99 $11.8K - $15.2K
4.17K $1.05M
CMI
Cummins Inc

Industrials
36
+ 0.39%
$267.12 - $336.65 $9.62K - $12.1K
9.37K $3.07M
AMG
Affiliated Managers Group, Inc.

Financial Services
210
+ 6.53%
$143.35 - $197.67 $30.1K - $41.5K
3.43K $673K
AVNT
Avient Corp

Basic Materials
4.72K
+ 74.19%
$28.93 - $39.01 $136K - $184K
11.1K $357K
WAT
Waters Corp

Healthcare
445
+ 23.03%
$307.71 - $366.67 $137K - $163K
2.38K $829K
ADBE
Adobe Inc.

Technology
39
+ 0.14%
$340.0 - $420.68 $13.3K - $16.4K
27.6K $10.7M
CB
Chubb LTD

Financial Services
400
+ 43.96%
$274.32 - $302.46 $110K - $121K
1.31K $379K
HAL
Halliburton CO

Energy
7.19K
+ 81.84%
$19.26 - $25.7 $138K - $185K
16K $325K
WFC
Wells Fargo & Company

Financial Services
609
+ 12.0%
$60.98 - $80.12 $37.1K - $48.8K
5.68K $455K
BSX
Boston Scientific Corp

Healthcare
425
+ 6.76%
$89.7 - $107.41 $38.1K - $45.6K
6.71K $721K
UL
Unilever PLC

Consumer Defensive
349
+ 0.88%
$57.9 - $65.43 $20.2K - $22.8K
40.2K $2.46M
ESI
Element Solutions Inc

Basic Materials
3.63K
+ 28.51%
$17.5 - $22.96 $63.4K - $83.2K
16.3K $370K
SCHW
Schwab Charles Corp

Financial Services
468
+ 15.78%
$69.06 - $91.24 $32.3K - $42.7K
3.43K $313K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.2K
+ 6.12%
$32.11 - $38.21 $38.5K - $45.9K
20.8K $789K
WMT
Walmart Inc.

Consumer Defensive
18
+ 0.25%
$81.79 - $99.98 $1.47K - $1.8K
7.35K $718K
ZBRA
Zebra Technologies Corp

Technology
158
+ 15.55%
$213.54 - $309.26 $33.7K - $48.9K
1.17K $362K
LECO
Lincoln Electric Holdings Inc

Industrials
215
+ 15.75%
$167.18 - $211.38 $35.9K - $45.4K
1.58K $327K
SCHA
Schwab Strategic Tr Us Small C

ETFs
984
+ 4.32%
$20.42 - $25.3 $20.1K - $24.9K
23.8K $601K
ABT
Abbott Laboratories

Healthcare
400
+ 12.58%
$123.95 - $138.08 $49.6K - $55.2K
3.58K $486K
MOH
Molina Healthcare, Inc.

Healthcare
648
+ 15.79%
$290.25 - $353.24 $188K - $229K
4.75K $1.42M
SPGI
S&P Global Inc.

Financial Services
58
+ 3.39%
$438.31 - $527.29 $25.4K - $30.6K
1.77K $932K
GLW
Corning Inc

Technology
190
+ 2.44%
$39.07 - $52.59 $7.42K - $9.99K
7.97K $419K
AON
Aon PLC

Financial Services
280
+ 27.24%
$335.85 - $398.81 $94K - $112K
1.31K $466K
CNC
Centene Corp

Healthcare
1.59K
+ 33.08%
$53.4 - $64.29 $85.1K - $102K
6.41K $347K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.55K
+ 28.3%
$24.32 - $27.87 $62K - $71K
11.6K $306K
BX
Blackstone Inc.

Financial Services
1
+ 0.02%
$120.07 - $151.11 $120 - $151
5.2K $777K
Activity Summary
Buys All Purchases 97 New Holdings 8 Increased Positions 89 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Forte Capital LLC Portfolio

Follow Forte Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forte Capital LLC , based on Form 13F filings with the SEC.

News

Stay updated on Forte Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email